See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,308 | $209,411-81.7% | $178,490-78.5% | $158,922-75.9% |
| Participation rate | 68.2% | 86.3%-18.2pp | 81.9%-13.7pp | 82.0%-13.8pp |
| Annual return | -26.39% | 188.75%-215.1pp | 151.07%-177.5pp | 302.83%-329.2pp |
| Employer contribution / active EE | $260 | $5,706-95.4% | $5,011-94.8% | $4,761-94.5% |
| Participant deferral / active EE | $3,700 | $5,954-37.9% | $5,202-28.9% | $5,982-38.2% |
| Admin fee / account holder | $856 | $17,074-95.0% | $13,984-93.9% | $11,246-92.4% |